+553.9%
IWR vs VOO
+812.0%
-258.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | +0.4% | +0.5% | -0.1% | -0.1% |
| 30D | -1.9% | -0.9% | -1.0% | -1.0% |
| 3M | +4.7% | +3.9% | +0.8% | +0.5% |
| 6M | +12.4% | +14.5% | -2.2% | -2.5% |
| YTD | +15.9% | +13.0% | +2.9% | +2.0% |
| 1Y | +16.4% | +19.4% | -3.1% | -3.3% |
| 3Y | +60.3% | +78.9% | -18.6% | -12.7% |
| 5Y | +46.0% | +82.3% | -36.3% | -21.9% |
| 10Y | +192.6% | +314.2% | -121.6% | -33.9% |
| All | +553.9% | +812.0% | -258.1% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling